Dear Bolles Donor,
I want to thank you personally for playing a key role in the success of The Bolles School’s philanthropy efforts during the 2022-23 school year. You were part of an extraordinary season of giving, one marked by record-breaking levels of participation. The Bolles Annual Giving Fund raised more than $1.6 million and our capital campaign continues to outperform expectations with transformative gifts-to-date totaling more than $56 million. As you know, our goals for this campaign include capital for the Frank R. Sanchez & Hope and Dana E. Fender Center for Innovation, the Aquatic Complex and the Gund Resident Hall for Girls, but also another essential element to our success, endowments. This growth would not be possible without the support and example of donors like you who understand the importance of endowed giving. Thanks to your dedication to the School and its mission, Bolles leaders are motivated to pursue change-making plans that level up the campus experience for all Bulldogs — even those not yet admitted. More than any other source, endowment helps Bolles build for its future.
As we come near to our 100th anniversary at Bolles, we can boldly lead into the next century due in large part to the strength of our endowment, which grew more than 53% since I began my career at Bolles in 2017. Building a robust endowment is vital to sustaining Bolles’ distinctive legacy and we are endlessly grateful to be supported by a donor community that understands the importance of these gifts. Thank you for your forward-thinking approach to Bolles philanthropy!
The Bolles School is a 501©3 organization that depends on the generosity of its donors to succeed, and all gifts to our institution are fully tax-deductible as allowed by law. Unlike large universities and colleges that receive high levels of public funding, The Bolles School depends solely on philanthropy to uphold and elevate its student offerings beyond the day-to-day expenses covered by tuition dollars (which covers the industry-standard 85 percent of the School’s annual operating costs). Your support of endowment fills this gap — and ensures Bolles continues to be the standard-bearer for educating tomorrow’s global leaders.
The future of The Bolles School is bright and the Bolles Office of Advancement continues to uncover new opportunities to further the School’s tradition of excellence through “The Future is Now” campaign. We invite you to consider additional ways you can be a part of this momentum — there are so many incredible developments on the horizon that would benefit from your special gift, support or passion.
Thank you for supporting The Bolles School — we are always grateful for the way you approach, understand, and get behind the culture of philanthropy at Bolles.
With Gratitude,
Carol B. Nimitz, CFRE Chief Advancement Officer
ENDOWMENT FACTS
• An endowment may be created by an individual or an alumni class beginning with $50,000.00 for investment purposes. The principal of every endowed fund at Bolles is held in perpetuity and generated income is directed toward the designated purpose annually.
• Endowments may be named for the donor, donor’s family or for an alumni class.
• Endowments may support financial aid, technology, academics, athletics, the arts, maintenance, etc. or be unrestricted and be utilized toward the School’s highest need.
• Endowments secure the future and make the difference for a private independent school and its ability to thrive, grow and be recognized among its peers for quality and excellence.
FOR MORE INFORMATION ON YOUR ENDOWMENT OR ON HOW TO ESTABLISH A NEW ONE, PLEASE CONTACT:
Carol Nimitz, CFRE
Chief Advancement Officer
PHONE (615) 767-7632
EMAIL NimitzC@Bolles.org
Rahul Sharma ’03 Leadership Giving Officer
PHONE (904) 470-0036
EMAIL SharmaR@Bolles.org
Julia Kalinski Director of Alumni Engagement and Annual Giving
PHONE (904) 463-0974
EMAIL KalinskiJ@Bolles.org
ENDOWMENT VALUATION
Distributions from the endowment provide a critical source of revenue for The Bolles School. As of 7/31/23, Bolles’ total endowment was valued at $26.1 million.
ENDOWMENT POOL AND TOTAL ENDOWMENT IN MILLIONS | FY11-FY23
$28,000,000
$26,000,000
$24,000,000
$22,000,000
$20,000,000
$18,000,000
$16,000,000
$14,000,000
$12,000,000
$10,000,000
$8,000,000
$6,000,000
$4,000,000
$2,000,000
TOTAL DISTRIBUTION FROM ENDOWMENT 2022-23
24.53% Facilities Operation, Maintenance and Improvement
15.70% Unrestricted
$478,546 new gifts in 2022-23 to Endowment
11.54% Teaching/Academics
11.66% Arts, Athletics, Wellness and Other
36.57% Financial Aid/Awards
FY 2011 FY 2012 FY 2013 FY 2014 FY 2015 FY 2022 FY 2023 FY 2016 FY 2017 FY 2018 FY 2019 FY 2020
2021
FY
0 200 400 600 800 1000 1200 FY17 FY16 FY15 FY14 FY13 FY12 FY11 FY10 FY09 FY08 FY07
MANAGEMENT
Perella Weinberg Partners Capital Management LP is charged with managing asset allocation, implementing specific investment strategies and selecting and monitoring external money managers. In collaboration with the Bolles Board of Trustees, the Chief of Finance and Operations and external consultants, the School works to achieve the primary goals and objectives of the endowment, which are:
• To preserve and enhance the purchasing power of the endowment
• To support the current and future operations of The Bolles School
ASSET ALLOCATION
The Bolles School has adopted an investment strategy that emphasizes the prudent management of risk, while working to generate long term total return. To achieve this goal, investments are diversified across a broad variety of asset classes a strategy that, historically, has been shown to mitigate risk while enhancing portfolio performance. The Bolles financial office and associated entities are focused on the responsible stewardship and investment of philanthropic gifts. The Endowment’s purchasing power is supported by rigorous monitoring and review of investments, which aim to ensure each gift invested in the endowment may continue to transform The Bolles School for years to come.
ASSET ALLOCATION
FOR THE YEAR ENDING JULY 31, 2023
4.33% Real Assets 64.79% Global Equities 2.74% Opportunistic 7.09% Private Capital 20.62% Fixed Income 0.43% Cash and Other
PERFORMANCE REVIEW
The Bolles School Portfolio is invested with a long-term perspective. The Portfolio is diversified, with exposure to areas such as global equities, fixed income, real assets and private capital. The goal of the Portfolio is to provide a level of return that can meet the annual spending needs of the School and serve generations of students to come.
The investment return of the Portfolio for Fiscal Year 2023 was +8.2%. For perspective, the global equity market, represented by the MSCI All Country World Index, returned +12.9%. The global fixed income market, represented by the Bloomberg Global Aggregate Bond Index, returned -2.7%. The Portfolio exhibited volatility of 13.0% compared to volatility of 18.7% for the global equity market.1
The figure below shows the historical returns of the Portfolio relative to the returns of the MSCI All Country World Index and the Bloomberg Global Aggregate Bond Index.
Fiscal Year 2023
The Bolles School
MSCI All Country World Index
Bloomberg Global Aggregate Bond Index 3 Year (ann.)
Year (ann.)
Year (ann.)
1 Information is presented for the one-year period ending July 31, 2023. This performance information has been prepared by Agility using estimates, has not been audited, and is intended solely for your general informational purposes. The total portfolio returns are presented net of all fees and expenses payable by the investor. In instances in which we receive additional valuation information form underlying investments after the Investor’s performance information has been calculated and disseminated, such additional valuation information, for performance purposes, is usually utilized only in connection with the next scheduled performance calculation and distribution (and not retroactively applied). Past performance is not an indication of future results. Investing involves risk, including the possible loss of principal and fluctuation of value.
Note: Index data is provided to represent the market environment. An investment cannot be made directly in an index, and index performance does not represent the expenses of managing a portfolio.
For more information visit: www.Bolles.org/Support
0% 5% 10% 15% -15% -10% -5%
5
10
ENDOWMENTS
UNRESTRICTED
James VanEtten Bent ’53 Family Endowed Fund
Established by Patricia Paul Bent ’55 Bartram & James VanEtten Bent ’53, Marci & James Bent ’78, Tracey & Paul Bent ’81, Patricia Bent MacRae ’77 & Davis MacRae
To provide unrestricted funds to be used where needed most
Class of 1972 Endowment (New)
Established by members of the Class of 1972
To provide unrestricted funds to be used where needed most
Class of 1990 Endowment (New)
Established by members of the Class of 1990
To provide unrestricted funds to be used where needed most
Class of 2000 Endowment (New)
Established by members of the Class of 2000
To provide unrestricted funds to be used where needed most
Class of 2023 Endowment (New)
Established by members of the Class of 2023
To provide unrestricted funds to be used where needed most
Wilford Lyon Jr. Annual Giving Fund
Established by Eleanor & Wilford Lyon Jr.
To ensure the Bolles Fund is supported annually, and in perpetuity
The Sessions Family Endowed Fund (New)
Established by Kimberly & Jason Sessions
To support the critical needs of the School as determined by leadership
Andrew Cooper Siguler ‘17 Endowed Fund
Established by Pam & George Siguler
To support the school with unrestricted funds
ACADEMICS
Barbara Barrett Memorial Endowment for Excellence in Literacy (New)
Established by Michael F. Barrett and Kevin M. Barrett, M.D. ’91
To fund programs and activities focused on Language Arts and Library & Reading initiatives at the lower school Whitehurst campus.
Global Learning and Engagement (GLE) Endowment
Established by Drs. Ali & Nayla Chahlavi
To provide financial growth and support for the Global Learning and Engagement program
The Hunt Family Endowment
Established in 2017 by Melissa & Harvey Hunt in honor of their son, Lincoln ‘22
To support The Bolles School writing program
The Archie Jenkins Personal Achievement Award
Established for Archie Jenkins III ’80 by his family and friends to honor his Bolles Upper School experience and personal achievement
Award given to a Bolles senior at graduation who has earned the most scholastic improvement, reflected by increase in class standing from first year to graduation and to the teacher who was most helpful to the student’s progress
Rufus R. McClure Award
Established by the Archie Jenkins family in honor of Rufus McClure
To recognize an 8th grade student who has achieved the greatest academic improvement during the middle school years
Petway Chair of Mathematics
Established by Betty & Thomas Petway
To support quality instruction in the subject of mathematics
The Class of 2023 claims distinction as the first Bolles graduating class to establish an endowment in its name.
Michael A. Sandifer ‘64 & Elaine M. Sandifer Endowed Fund
Established by Elaine & Mike Sandifer ‘64
To provide support for The Bolles School’s technology course needs, business entrepreneurial curriculum and programming needs
J.P. Smith Family Fund for Academics
Established by Kaki &. J. P. Smith Jr. To support academics
Sanjay Swani ‘83 Endowed Fund for Academic Achievement
Established by Preeti & Sanjay Swani ‘83
To bolster academics with experiences beyond the classroom by participating in academic competitions and scholastic conferences, and by attending academic-related lectures
ARTS
Sara Alice Bradley Darby Family Endowed Fund for the Arts
Established by F. Leonard Darby ’70 and R. Bradley Darby ‘65 in memory of Sara Alice Bradley Darby
To support and to advance the Fine and Performing Arts at Bolles
Dr. Rita Davidson Kaunitz Endowed Sculpture Award
Established by Karen & Andy Kaunitz, M.D. in honor of Andrew’s mother Dr. Rita Davidson Kaunitz
To recognize a senior art student who excels in sculpture to receive this annual award
George C. Miller, Jr. ’39 Endowed Fund for Music
Established by Irene & George C. Miller Jr. ’39 To underwrite Bolles music programs
Peyton Endowed Guest Artist Fund
Established by Marcy & Herb Peyton and family
To support a short-term visiting artist series on a biennial basis
Randall T. Skinner ‘82 Musical Guest Artists Endowment
Established by Tracy & Randy Skinner ‘82
To provide support for Master Class learning
William Waterman ’68 Endowed Fund for the Arts
Established by Bronda & Neil J. Waterman
To support the Bolles Art Department
ATHLETICS
Art and Mark Alexander Endowment for Bolles Football
Established by a collective group of football alumni in memory of Art Alexander ’76 and Mark Alexander ’78
To provide a perpetual source of income for the varsity football team by supporting charter travel, equipment and other resources
Mike Barrett Endowed Fund for Coaching Excellence
Established by Kristina K. & J. Thaddeus Gulliford ’89 in honor of Coach Mike Barrett
To fund seminars, education and professional development for Assistant Football Coaches
Karen and Ollie Barsh Champions Endowed Fund
Established by Karen B. Barsh in memory of Ollie Barsh
To support post-season travel expenses for Bulldogs athletics
Wayne Belger Coaches Development Endowed Fund
Anonymous in honor of Coach Wayne Belger
To provide professional development for Assistant Football Coaches
Bolles Football Endowment Fund
Established by Kristina K. & J. Thaddeus Gulliford ’89
To provide a source of income to support coaching staff salaries and stipends, post-season travel, equipment, banquet/stewardship needs and general team support
Bolles Boys Lacrosse Endowed Fund
Established by Kristen & John Surface ’90
To provide a source of income to support varsity lacrosse coaching salaries and facility needs
Bolles Lacrosse Coaches Development Endowment Fund
Established by Emily & Gary Coleman
To provide professional development for varsity lacrosse coaching staff
Bolles School Parents Endowed Golf Award
Established by LuAnn Alvarez VanPelt ’74 & A. Rodney VanPelt ’73
To honor and recognize a Bolles varsity golfer
Bolles Track and Field Endowed Fund
Established by an anonymous donor
To provide funding for the core needs of Bolles Track and Field, ongoing programmatic needs of both boys’ and girls’ programs, and support for the Head Coach and Assistant Coach
Delaney Endowed Fund for Girls Lacrosse
Established by Lynn & Joe Delaney
To support coaches and general girls’ lacrosse program needs
Steven Todd Gold ’95 Varsity Swim Team Award
Established by Katherine G. & Steven T. Gold ’95
To provide the Steven T. Gold ‘95 Varsity Team Swim Award
Ramey Family Endowment for Athletic Performance
Established in December by Michele M. & Scott C. Ramey
To support the Upper School girls’ varsity swimming and diving program and the girls’ varsity soccer program
The Risley Family Volleyball Endowed Fund
Established by Joan & Phil Risley ’79 and Dotty Risley
To provide support for the Bolles Varsity Volleyball program
Charles B. Rogers Continuity Fund for Football
Established by Robert B. Baker ’82 in recognition of Coach
Charles “Corky” Rogers
To support salaries and stipends for the Head Football Coach position
Skinner Family Endowment for Athletics
Established by Jenifer & Chip Skinner ’70, Erin & Chris Skinner ’80, Kim & David Skinner ’77 and Kathy Skinner
Newton ’72 & Rusty Newton
To support Bolles Athletics
Brad Sterling Endowed Award for Boys Lacrosse
Established by lacrosse parents and alumni in honor of Coach Brad Sterling
To recognize a lacrosse player who exemplifies the values of The Bolles School and to bolster the boys’ lacrosse budget
The Chris and Karen Verlander Excellence Endowed Fund
Established in by Chris & Karen Verlander
To provide support for Bolles football and other athletic initiatives
Thaddeus “Thad” Gulliford ’89
Thaddeus “Thad” Gulliford ’89 isn’t sure if he had “passions” as a Bolles student in the mid-1980s, but he is quite certain of one fact: his coaches, teachers and administrators at Bolles never gave up on him and his pursuit of excellence, no matter the setbacks or challenges.
“I was not the best of students, but I have really wonderful memories of attending Bolles – I played football, and some basketball, but football more than other sports,” said Gulliford, who now lives in Naples with wife, Tina, and their two children. “I loved the experience of playing with those guys and learning from the coaching staff. They were always there and didn’t let up on me – they helped me through adversity, and that’s why I give.”
“I hope that for a student who may have academic struggles, someone takes notice and that they – like I have – look back on their time at Bolles and see there was a lot of support to help them get where they are today...”
Gulliford established the Mike Barrett Endowed Fund for Coaching Excellence in 2018 and the Bolles Football Endowment Fund in 2019 to honor the football coaches and staff who were integral to his Bolles experience. The Bolles Football Endowment provides a source of income to support coaching staff salaries and stipends as well as post-season travel, equipment and banquet needs. The Mike Barrett Endowed Fund provides support for seminars, education and professional development opportunities for assistant football coaches.
“Talk about a guy I loved being coached by, Mike Barrett was not only a good coach but a good listener — he was always there — an amazing mentor and person as a whole. I thought, what better way to give back than to create an endowment in his name,” Gulliford said.
Gulliford hopes the endowments advance the legacy of coaches like Barrett and other faculty and administrators who refuse to let students slip through the cracks.
“I hope that for a student who may have academic struggles, someone takes notice and that they – like I have – look back on their time at Bolles and see there was a lot of support to help them get where they are today,” Gulliford said. “I have so many amazing memories and had a lot of great teachers and coaches to hold my hand and help me through.”
Buddy and Bette Ward Endowed Fund for Boys Basketball
Established by current and former basketball players, led by Susan & Sean J. Kelly ’89, in honor of Coach Wesley “Buddy” Ward
To provide budget relieving capital to enhance the boys’ varsity basketball program
Scott and Kelly Witt Endowed Fund for Wrestling
Established by Kelly & Scott Witt
To provide resources to support salaries and stipends for the wrestling coaches
Scott and Kelly Witt Endowed Fund for Varsity Girls Cross Country
Established by Scott & Kelly Witt
The income from this fund will help Bolles Athletics pursue and maintain the best coaches
FACULTY
Clarkson Family Endowed Fund for Academic Faculty Compensation
Established by the Clarkson family
To provide support for teacher salaries and compensation
Dewan Faculty Appreciation Endowed Fund
Established by Kim & Derek Dewan in honor of their daughters Allison ’07 and Brittany ’04
To provide an award to distinguished teachers
Henrietta M. Donovan Chair of American Studies Endowed Fund
Established by Joan & Thomas Donovan Sr.
To recognize and reward outstanding educators
Richard Dostie ’72 Family Endowed Fund for Faculty Development
Established by Virginia & Richard R. Dostie ’72 and family
To provide professional development for a teacher from each campus to attend a workshop, educational conference or symposium
Jessie Ball duPont Endowed Fund for Quality Teaching
Established by the Jessie Ball duPont Fund
To recognize and compensate the very best in teaching ideals and performance for Bolles faculty
Edward E. Ford Foundation Endowed Teacher Fellowship Fund
Established by The Edward E. Ford Foundation
To provide a teaching prize for two outstanding Upper School faculty
Pictured left to right: Coach Mike Barrett, Brooks Fleming ’92, Thad Gulliford ’89 and Rahul Sharma ’03
Edward E. Ford Foundation Endowed Fund for Mentoring
Established by The Edward E. Ford Foundation
To support a mentoring program for new high school faculty
Daryle C. May Endowment Fund for Faculty Development
Established by Lynda May Erwin ’80 & William Wofford Erwin Jr. ’80 in memory of Lynda’s father Dr. Daryle C. May
To support professional development for teachers
Duane Ottenstroer Endowed Fund
Established by Sue & Duane Ottenstroer
To honor and recognize teachers on the San Jose Campus for their commitment to advancing academic achievement by providing support for teacher salaries and compensation
Robert H. Paul, Jr. Chair of English Endowed Fund
Established by Patricia Paul Bent ‘55 & Robert H. Paul III ’52 in memory of Robert H. Paul Jr.
To provide support for the English Department including merit pay to members of the English Department faculty
Frederick H. Schultz Endowed Fund
Established by Frederick H. & Nancy Reilly Schultz
To support merit pay for teachers
FINANCIAL ASSISTANCE
C.L.G “Garnett’ Ashby ’44 Endowed Fund (formerly the Thurston S. Roberts Scholarship Fund)
Established by C.L.G. Ashby ’44
To provide financial support for students who reflect personal traits of high character and perseverance
Ann Davis Baker ‘68 Endowed Fund for Financial Assistance
Established by Ann Davis Baker ’68 & John Daniel Baker II ’66
To provide tuition assistance to students encouraging diversity and inclusiveness in the student body
Quinn R. Barton, Jr. Endowed Award
Established by Margaret Barton, Ph.D. ’82 & Tom Kimbrough, Susanna & David Barton ’90, Stacey & Ellis Barton’87, and Lindsey & Quinn Barton ’84, in honor of Quinn Barton ’46
To honor a senior student who most demonstrates Barton’s distinguished legacy of exceptional academic achievement, leadership and character, as well as a reverence for the fine arts and The Bolles School
Mary Lou and John Chappell
Mary Lou and John Chappell, board members of the Chappell Culpeper Family Foundation in Philadelphia, enjoyed watching great niece and nephew Madeline ’19 and Colin ’22 excel in their educational experiences at The Bolles School over the years. Mary Lou and John have been grateful for their successes in academics, the arts and athletics from their home in Pennsylvania, and during on-campus visits Mary Lou described as “just beautiful.”
Most remarkable to Chappell were the personal strengths and life skills her niece and nephew honed during their 12-year tenure at The Bolles School.
“I see the drive these two have and their mannerisms – they are motivated and have such confidence and self-esteem, which is the product of their Bolles education,” she said. “It is such a global school – it’s a great pattern; other schools could learn a lot from Bolles’ methods.”
“Bolles is a wonderful example of a school doing it right.”
Inspired by Madeline and Colin’s experiences, the Chappells wanted to help more students achieve the same level of independent school success. The couple established the Chappell Culpeper Family Endowed Fund for Financial Assistance at The Bolles School in 2018, a year before their great-niece received her Bolles diploma on the River Campus. The gift was made as an annual application of specific funds from the Chappell Culpeper Family Foundation, which focuses its philanthropy on education and healthcare causes in the Philadelphia area.
“The endowment is not in Pennsylvania, but it was such a worthy cause to us because Bolles is doing such a wonderful job down there,” Mary Lou said.
The Chappell Culpeper Family Endowed Fund is given to applicants who demonstrate financial need, strive for academic excellence –particularly in the core curriculums of English, math, foreign language and history, adhere to Bolles’ core values and Honor Code and demonstrate a passion for servant leadership.
“I wanted to do that as a thank you to what our family has reaped attending Bolles,” Mary Lou said. “Bolles is a wonderful example of a school doing it right.”
Pictured left to right: Rahul Sharma ‘03, Carol Nimitz, Martha Darpino, Mary Lou Chappell, John Chappell
Bolles Alumni Scholarship Fund
Established by The Dianne T. and Charles E. Rice Family Foundation, Julie & Dan Rice ’80, and Celeste Rice Donovan Greene ’85
To provide tuition assistance to the child, grandchild or great grandchild of a Bolles Alumnus
Bradley-Turner Endowed Fund for Financial Assistance
Established by Chris & Billy Ball
To support incoming Grade 9 students to encourage diversity and inclusivity, as well as, to advance excellence in academic, leadership and citizenship
C.C. and Sarah T. Butler Endowed Fund for Financial Assistance
Established by the C.C. and Sarah T. Butler Foundation
To support Grade 9 students who exhibit strong leadership and citizenship capabilities
Richard Cassidy Endowed Fund
Established by Richard Cassidy Sr.
To support tuition for students with financial need
Chappell Culpeper Family Endowed Fund for Financial Assistance
Established by the Chappell Culpeper Family Foundation and Mary Lou & John Chappell
To provide financial assistance to students with financial need
Childress Family Endowed Fund
Established by Lewis Lee, Frances Lee and Miranda Childress
To provide financial assistance to students who are academically motivated and contributing members of the School
T. Theodore W. Crosby ’56 Memorial Endowed Fund
Established by Mrs. J. Ellis Crosby, Mrs. T. Theodore Crosby, and friends in memory of T. Theodore W. Crosby ’56
To provide financial assistance to students exemplifying leadership, talent and ability in many areas of school life
CSX Endowed Fund
Established by CSX Transportation
To provide financial assistance to students who display achievement both in and out of the classroom
James H. Dahl Endowment
Established by James H. Dahl
To provide tuition assistance to an a qualified and deserving minority student
Harry M. deMontmollin, Jr. ‘56 Endowed Fund
Established by the Bolles Board of Trustees in honor of Harry deMontmollin Jr. ’56
To provide financial assistance to an upper school student to promote diversity and inclusivity
Michael P. De Santo Endowed Fund
Established by Mike De Santo in honor of his grandchildren
To provide financial assistance to students demonstrating financial need
Alfred I. duPont Endowed Fund for Financial Assistance
Established by the Alfred I. duPont Charitable Trust
To support a student that displays scholastic aptitude and a special determination to succeed in and out of the classroom
Jessie Ball duPont Endowed Fund for Financial Assistance
Established by the Jessie Ball duPont Fund
To support students that are committed to his or her academic program and demonstrate scholastic promise and willingness to participate in school activities, in and out of the classroom
Philip and Audrey Farace Endowed Scholarship Fund
Established by Becky & Dave Farace
To provide support for a boy or a girl with need-based tuition assistance
Freeman Family Endowed Fund for Financial Assistance
Established by Tricia & Doug Freeman
To support a rising Bolles senior who is a member of the National Honor Society
Gold Family Endowed Fund for Financial Aid
Established by Katherine G. & Steven T. Gold ’95
To provide tuition assistance to a boarding student of color
Lucy B. Gooding Endowed Fund for Financial Assistance
Established by the Lucy B. Gooding Charitable Foundation
To support students with demonstrated financial need
Connie Boyd Hegarty ‘56 Endowed Fund for Financial Assistance
Established by Dr. W. Harvey Hegarty in honor of Constance Boyd Hegarty ’56
To support a student entering Bolles Bartram
Middle School
Hixon-Simpson Endowed Memorial Fund for Financial Assistance
Established by John H. Hixon ’47 (Skip), George C. Hixon ’55 (Tim), Joseph M. Hixon ’56 (Joe), and John Milton B. Simpson ’60 (Bryan) to honor their father
Judge John Milton Bryan Simpson
To provide support for deserving students of color with demonstrated financial need
Dr. Aalok Kuthiala ’90 Family Endowed Fund for Financial Assistance
Established by Dr. Chitra Kuthiala in memory of her son
Dr. Aalok Kuthiala ’90
To support students who otherwise would not have the opportunity to experience a Bolles education
Edward W. Lane Jr. Endowed Memorial Fund for Financial Assistance
Established by Helen Murchison Lane ’42 Bartram in memory of her husband Edward W. Lane Jr.
To support to a Bolles Middle School Bartram Student who has high academic achievement
Lazzara Family Endowed Fund for Financial Assistance
Established by Irene & Gasper Lazzara, M.D. to honor their children Christopher ’04, Jessica ’05 and Malea ’06
To support students entering The Bolles School who possess academic achievement and demonstrate financial need
Fontaine LeMaistre Memorial Endowed Fund for Financial Assistance
Established by Ann LeMaistre (Angel) in memory of her husband Mr. Fontaine LeMaistre III
To help defray the cost of a Bolles education for recipients with demonstrated financial need, with preference to recipients who possess high scholastic ability and citizenship skills
Forrest B. Long and Jane Dove Long Endowed Fund for the Resident Life Boarding Program
Established by Forrest B. Long & Jane Dove Long
To provide support for the Resident Life Boarding Program
Captain Robert W. Love Endowed Fund
Established by students and faculty in memory of Captain Robert W. Love
To support students with financial need
Malcolm G. Lyon ’32 Annual Giving Endowed Fund for Financial Assistance
Established Mr. Malcolm G. Lyon ‘32
To provide tuition assistance to students with demonstrated need
Lynn Massey ’76 Memorial Fund
Established in memory of Lynn Massey
To support students with financial need
Hilda Russell McCrory Endowed Fund for Financial Assistance
Established by Marion McCrory Gilliland ’37 Bartram in memory of her mother Hilda Russell McCrory
To provide support for an entering female student with demonstrated need who displays praiseworthy character and who demonstrates academic achievement
James C. McGehee ’68 Endowed Fund for Financial Assistance
Established by The Bolles School Alumni Association and the family of James C. McGehee ’68
To provide support to an Upper School male student with demonstrated financial need who otherwise would not be able to attend Bolles
McGraw Family Endowed Fund for Financial Assistance
Established by Sacha A. & Donald “Josh” C. McGraw in honor of their children, Erin F. McGraw ’01 and Donald “Casey” C. McGraw ’98
To provide tuition support for deserving students with demonstrated financial need
Curtis R. Middlekauff ’79 Endowed Memorial Fund for Financial Assistance
Established by Carol & Robert Middlekauff, M.D. and friends in memory of their son, Curtis Middlekauff ’79
To provide financial assistance to students with demonstrated need
Lula F. Miller Endowed Fund for Financial Assistance
Established by Bartram alumnae and friends of Bartram
To provide general endowment use for financial assistance
Miller-Pratt Endowed Fund for Financial Assistance
Established by former Bartram teacher Elizabeth Rothe in memory of Lula F. Miller and Olga Pratt
To provide general endowment use for financial assistance
Norcross Family Endowed Fund for Financial Assistance
Established by the Norcross Foundation and Amy & Gary Norcross
To provide The Bolles School with significant needbased financial assistance directed to a new Upper School minority student, with preference to a KIPPqualified graduate from Jacksonville
Roger M. Painter Endowed Fund for Financial Assistance
Established by Roger M. Painter and Roger W. Painter
To provide support for the general Endowment to be used for student financial assistance
Melissa Pearson ‘81 Endowed Fund for Financial Assistance
Established by Carol & Forrest Travis, friends and classmates in memory of Melissa Pearson ’81
To support the general financial assistance endowment
The Joan and William Rein Endowed Fund for Financial Assistance
Established by the William and Joan Rein Family Foundation
To give deserving need-based students an opportunity to access a Bolles education and The All Things Possible Experience
James Stephen Risley, Jr. Memorial Endowed Fund for Financial Assistance
Established by Dorothy “Dotty” Risley and family to honor Mr. Risley’s commitment to The Bolles School
To provide support to students who demonstrate financial need, with preference going to female students of color with academic promise and willingness to participate in school activities
John T. Ryan Memorial Endowed Fund for Financial Assistance
Established by friends and family
To provide support for students with financial need
Louis Sales Family Endowed Fund for Financial Assistance
Established by Mary Sales ’79 in memory of her grandfather Dr. Louis M. Sales
To support students who possess a commitment to learning, participate in school life and have a demonstrated financial need
Frederick and Darcy Scott Endowed Fund for Financial Assistance
Established by lower school parents and friends to honor Mr. Frederick H. & Mrs. Darcy J. Scott
To provide support to students with demonstrated need with an aim to foster diversity and inclusivity at the Bolles Lower School Ponte Vedra Beach Campus
Scott McRae Shad ’01 Memorial Endowed Fund for Financial Assistance
Established by Harold Shad ’64 & Jennie Shad ’65 Bartram, family, classmates, and friends in memory of Scott M. Shad ’01
To provide students, with demonstrated need, the funds to experience a Bolles Upper School education
Helen Colgate Smith Endowment for Financial Aid
Established with an estate gift from Helen Colgate Smith
To provide financial assistance for qualified and deserving Bolles students
Jeremy and Martha Smith Family Endowed Fund for Financial Assistance
Established by Martha & P. Jeremy Smith, Jr.
To provide financial assistance for qualified and deserving Bolles students
Martin E. Stein Family Endowed Fund
Established by Joannie & Martin Stein, Sr., Brooke & Martin “Hap” Stein, Jr., ’70, Rebecca & Richard “Rick” Stein ’74, Polly & Robert “Bobby” Stein ’75 and Linda & David Stein
To support enrollment for those who otherwise could not enjoy the benefits of the Bolles experience and in support of quality programming in each of our divisions and in each area of school activity
Martin E. Stein Endowed Scholarship Fund
Established by Joannie & Martin E. Stein Sr.
To support students with demonstrated financial need who possess a commitment to academics and have a high standard of character
Louis Wellhouse/Martin Stein Family Endowed Scholarship Fund
Established by Joannie & Martin E. Stein Sr. in honor of her parents Rhoda & Louis M. Wellhouse Jr.
To support recipients with demonstrated financial need who possess a commitment to academics and have a high standard of character
Cathy Stupski Endowment for Financial Assistance
Established by Catherine R. Stupski
To provide financial assistance for students attending Bolles Ponte Vedra Beach Campus
Travis Family Endowed Fund for Financial Assistance
Established by Mark Travis ’80 in recognition of the Travis family; O. Forrest Travis, Carol Travis, Rosalind Travis, Holly Travis Wallace ’81, Robin Travis Reifsnider ’82, Lane Travis ’12 and Adam Travis ’16
To provide financial assistance, with preference given to students who display leadership, character, discipline, a commitment to academics and participate in co-curricular activities
Jean Conroy Tyler ’39 Endowed Memorial Fund for Financial Assistance
Established by the Tyler family in memory of Jean Conroy Tyler ’39
To support students who exhibit good character, maintain a B average, and display a dedication to school-related activities
Varn Family Endowed Fund for Financial Assistance
Established by Betty & George Varn ’38 and Marjorie & Lester Varn ’42
To support students who need help to close the gap between parent contribution and full tuition
Frank and Cecile Walker Endowed Fund
Established with funds from the Cecile W. Walker Estate
To aid academically qualified students who demonstrate a financial need
Captain Jonathan Yerkes, Jr. ’35 Endowed Fund for Financial Assistance
Established by Miranda Childress, of The Francis and Miranda Childress Foundation, in honor of Captain Jonathan Yerkes Jr. ’35
To support deserving students with financial need
OTHER
Bolles Parent Association (PA) Award for Scholarships and Financial Assistance
Established by the Bolles Parent Association
To provide scholarships to graduating seniors
David Woolard Chambers ’63 Memorial Fund
Established by Dr. & Mrs. William N. Chambers
To provide a book award to the valedictorian and to the Bolles Library
First Union National Bank Endowed Fund
Established by First Union Bank
To provide substance abuse education
The Steven Todd Gold ’95 Family Mental Health and Wellness Lecture Series Endowment
Established by Katherine G. & Steven T. Gold ’95
To provide funds to assist with bringing a Mental Health & Wellness speaker to all four campuses
Lucy B. Gooding Endowed Fund for Maintenance
Established by the Lucy B. Gooding Charitable Foundation
To support the maintenance of the Gooding Art Gallery
Lucy B. Gooding Endowed Fund for Substance Abuse Education
Established by the Lucy B. Gooding Charitable Foundation
To support wellness programs for students and faculty
Eileen R. Liesegang Endowed Spirit Award Fund
Established by Dr. Tom Liesegang and friends in memory of his wife Eileen
To provide a cash honorarium for two seniors, one from the varsity football team and one from the performing arts program
Robert A. Mills ’45 Endowment
Established by The Lucy B. Gooding Charitable Foundation Trust in memory of Robert A. Mills
To assist in maintaining the prominence of the Frank R. Sanchez & Hope and Dana E. Fender Center for Innovation
David O. Pedrick ‘86 Endowed Fund
Established by family, classmates, and friends to perpetuate the legacy of David O. Pedrick ’86
To recognize seniors who demonstrate proven leadership ability, athletic achievement, artistic ability, school spirit and a genuine compassion for all people
Jane Pendergast Community Service Endowed Fund
Established by Jane & John Pendergast ’73 in honor of John’s mother Jane
To support and underwrite community service activities and programs for Upper School Students
The DeWitt R. Searles ’39 Endowed Fund for Information Technology
Established by Major General DeWitt R. Searles ’39
To help defray the costs of computers and computer updates
Jay Stein Caring Award
Established by Hugh H. Jones Jr.
A medallion created especially for The Bolles Parent Association Endowed Award
To provide an award for the Senior who best exemplifies a caring attitude
Stopyra Foundation Endowed Fund
To provide funding for Stopyra fountain renovation and maintenance
THE BOLLES SCHOOL MISSION STATEMENT
The Bolles School prepares students for college and life by inspiring excellence, courage, integrity and compassion in an academic community dedicated to nurturing mind, body and soul.
Bolles.org
CORE VALUES EXCELLENCE | COURAGE | INTEGRITY | COMPASSION Carol Nimitz, CFRE Chief Advancement Officer (904) 256-5020
nimitzc@bolles.org
